Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.564 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 47776.81 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46381.85 Kr¶
PnL: ---------------------------------------> -506.72 Kr¶
DD now: ---------------------------------> -1.754 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-24 17:17:39.788553'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | -0.990000 | 2810.500000 | 174.500000 | 6.620000 | 2636.000010 |
| Beijer Electronics Group | 26 | -3.240000 | 3104.400000 | 133.400000 | 4.490000 | 2971.000006 |
| FM Mattsson Mora Group B | 50 | 1.350000 | 3000.000000 | 73.000000 | 2.490000 | 2927.000000 |
| AcadeMedia | 12 | 0.400000 | 604.800000 | 47.800000 | 8.580000 | 557.000004 |
| Corem Property Group B | 59 | -1.680000 | 622.450000 | 45.450000 | 7.880000 | 576.999999 |
| HMS Networks | 2 | -0.840000 | 711.200000 | 38.200000 | 5.680000 | 673.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | -0.980000 | 393.100000 | 38.100000 | 10.730000 | 355.000000 |
| MedCap | 2 | -1.510000 | 458.000000 | 37.000000 | 8.790000 | 421.000000 |
| Boozt | 12 | 0.140000 | 1690.800000 | 36.800000 | 2.220000 | 1653.999996 |
| Resurs Holding | 22 | 0.870000 | 608.960000 | 34.960000 | 6.090000 | 573.999998 |
| SAAB B | 8 | 0.090000 | 3406.400000 | 29.400000 | 0.870000 | 3377.000000 |
| Norva24 Group | 16 | 0.060000 | 565.120000 | 22.120000 | 4.070000 | 543.000000 |
| Intrum | 4 | -0.180000 | 545.400000 | 18.400000 | 3.490000 | 527.000000 |
| Securitas B | 6 | 1.450000 | 588.360000 | 18.360000 | 3.220000 | 570.000000 |
| Swedbank A | 3 | 2.140000 | 580.650000 | 16.650000 | 2.950000 | 564.000000 |
| Eastnine | 4 | -0.630000 | 505.600000 | 14.600000 | 2.970000 | 491.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.180000 | 575.400000 | 13.400000 | 2.380000 | 562.000005 |
| OEM International B | 7 | -1.030000 | 539.000000 | 11.000000 | 2.080000 | 527.999997 |
| Coor Service Management Hold. | 8 | -0.950000 | 541.600000 | 9.600000 | 1.800000 | 532.000000 |
| Karnov Group | 9 | 0.170000 | 542.700000 | 6.700000 | 1.250000 | 536.000004 |
| Nordea Bank Abp | 29 | 0.470000 | 3460.280000 | 6.280000 | 0.180000 | 3453.999992 |
| Samhällsbyggnadsbo. i Norden D | 12 | 0.480000 | 250.080000 | 4.080000 | 1.660000 | 246.000000 |
| Handelsbanken A | 5 | 0.230000 | 547.250000 | 1.250000 | 0.230000 | 546.000000 |
| Creaspac SPAC | 6 | -0.210000 | 575.400000 | -1.600000 | -0.280000 | 577.000002 |
| Essity B | 2 | -0.460000 | 560.600000 | -13.400000 | -2.330000 | 574.000000 |
| Midsona B | 63 | 0.000000 | 569.520000 | -13.480000 | -2.310000 | 582.999984 |
| CTEK | 13 | -3.540000 | 517.660000 | -16.340000 | -3.060000 | 533.999999 |
| Essity A | 4 | -1.060000 | 1120.000000 | -29.000000 | -2.520000 | 1149.000000 |
| International Petroleum Corp. | 5 | -2.870000 | 558.500000 | -36.070000 | -6.070000 | 594.565215 |
| Sampo Oyj SDB | 7 | -0.820000 | 3811.500000 | -38.500000 | -1.000000 | 3850.000000 |
| Vivesto | 1368 | -0.640000 | 548.020000 | -64.980000 | -10.600000 | 612.999432 |
| Axfood | 13 | -1.850000 | 3593.200000 | -162.800000 | -4.330000 | 3756.000001 |
| OX2 | 18 | 0.500000 | 1447.200000 | -216.800000 | -13.030000 | 1663.999992 |
| Fasadgruppen Group | 35 | 1.900000 | 3563.000000 | -248.000000 | -6.510000 | 3810.999990 |
| Ovzon | 52 | -1.610000 | 2865.200000 | -496.800000 | -14.780000 | 3361.999992 |
| TOTAL | 46381.850000 | -506.720000 | -1.75423% | 46888.564618 |
Updated:¶
'2023-01-24 17:17:52.637394'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
